Our Team

For more information:

Officers

Howard Rohm, BSMP, CPT, SMP
Co-Founder & President

Howard Rohm is the Founder of Strategy Management Group (SMG). He is a performance management trainer, consultant, and technologist with over 40 years’ experience. Howard has trained over 3,000 strategic management professionals from over 50 countries and helped dozens of organizations worldwide build balanced scorecard and other performance planning and management systems.

Howard developed SMG’s Nine Steps to Success™ scorecard methodology in 1997, and his award-winning balanced scorecard and performance management systems have been adopted by Federal agencies, governments and ministries, business and industry, and nonprofit organizations worldwide. Clients include an office of the U.S. Congress, several offices of the United Nations, international non-profit associations such as Susan G. Komen for the Cure, LifeNet, and the The National Marrow Donor Program®/Be The Match Registry®, the Ethiopian Ministry of Health and the government of Botswana, government and defense entities such as the Mecklenburg and Douglas Counties, the City of Newark, Canada Passport Office, the U.S. Departments of Justice and Interior, the U.S. Air Force, Army, Navy and Marine Corps, and major businesses such as Household Mortgage Services, the Bank of Jamaica, Fannie Mae, CISCO, Constellation Energy and many other organizations..

Howard has experience as an operations research analyst, a strategic planner, and a management consultant. He held senior positions with several companies, including Booz, Allen & Hamilton, and at several Federal agencies, including several years as the Executive Director of the Advanced Nuclear Reactor Research and Development Program at the U.S. Department of Energy. Howard was one of the authors of the first National energy plan, in 1976, and worked on several White House nuclear non-proliferation studies in the 1970’s and 1980’s.

He has taught and lectured at five colleges and universities, including the Federal Executive Institute. Howard has undergraduate and graduate engineering and management degrees from Iowa State University and George Washington University, respectively, and he is listed in Who’s Who Worldwide.

Howard is a Certified Performance Technologist (CPT), a Certified Strategic Management Professional (SMP) Pioneer, and a Balanced Scorecard Master Professional (BSMP). He co-authored the Institute Way: Simplify Strategic Planning and Management Using the Balanced Scorecard, and the Strategy Professional Resource Center’s Association for Strategic Planning SMP/SPP/SPA Certification Exam Study Guide.  He is a winner of a team Hammer Award for his work on government performance reform (given by Vice-President Al Gore’s National Partnership for Reinventing Government), and received a Presidential “1000 Points of Light” award for community service from First Lady Barbara Bush at a White House ceremony. He was awarded a Triangle Top 50 Entrepreneur award by Business Leader magazine (Raleigh, NC). Howard is on the Association for Strategic Planning Board of Directors and helped create the Associations Body of Knowledge for professional strategic planning and management certification.

Howard Rohm, BSMP, CPT, SMP
Co-Founder & President
David Wilsey, BSMP, SMP
Chief Operating Officer

David Wilsey is a strategic planning and performance measurement specialist that works with organizations to improve strategic performance by helping them systematically design and execute strategy, increase employee focus on strategy and results, develop meaningful performance measurements / KPIs, develop consensus around strategy, prioritize more effectively, and improve use of performance management technology. He is an international strategic planning, balanced scorecard and performance measurement thought leader as co-author of The Institute Way – Simplify Strategic Planning and Management with the Balanced Scorecard, co-author of the Strategy Professional Resource Center’s Association for Strategic Planning SMP/SPP/SPA Certification Exam Study Guide, and the author of numerous articles and a widely read blog. He has led numerous Strategy Management Group (SMG) client engagements and has taught hundreds of participants over many years of balanced scorecard public and client-site workshops. He is one of only a handful of Licensed PuMP® (Performance Measure Process) Consultants in the world and is a certified Strategic Management Professional (Association for Strategic Planning). He has helped design all of SMG’s Certification Programs, offered in association with the George Washington University College of Professional Studies.

He has led numerous SMG client engagements and has taught hundreds of participants over many years of balanced scorecard public and client-site workshops. His clients have included UNICEF, the U.S. Border Patrol, KeyLogic Systems, Blue Man Group, Veolia Water NA, U.S. Centers for Medicare & Medicaid, Fort Bragg Army Garrison, Chicago Virtual Charter Schools, Greenville Utilities Commission (NC), Constellation Energy, Dalton Public Schools, HSA Bank, National Cancer Institute/OPIRM, Simmons Foods, the Society of Composers, Authors and Music Publishers of Canada (SOCAN), McLeod Software, CISCO Systems, Shat-R-Shield, and many more. David has experience in a wide range of fields, including consulting, training, engineering, website design, marketing, manufacturing, design, programming, research, education, and multimedia production.

His employment history includes tenures at SAS Institute, Holley Performance, Lunati Pistons, Nesbit Engineering and the University of North Carolina – Chapel Hill. He has a Bachelor’s degree in Music Education from Henderson State University and an MBA from North Carolina State University, with a concentration in Innovation Management.

 

David Wilsey, BSMP, SMP
Chief Operating Officer
Joe DeCarlo, BSMP, PMMP
Vice President of Engagement and Delivery

Joe is the Vice President of Engagement and Delivery, as well as a senior consulting associate, who has 40+ years of extensive experience in business structuring, strategy formulation/implementation including balanced scorecard use, change management, and the design/execution of innovative operational business models/solutions in the private, public, and nonprofit sectors with first-line and executive level management positions.

Joe’s experiences included profit and loss responsibilities, in information technology (hardware and software), consulting, education, and publishing with the IBM Corporation, university senior management and instructor at the Milwaukee School of Engineering, alumnus of the inaugural executive-in-residence program for technology start-ups at the Plug and Play Technology incubator in Sunnyvale, CA, and consultant/instructor with the Balanced Scorecard Institute.

At Strategy Management Group (SMG), Joe is a project manager/team member for multiple for-profit, government, and non-profit strategy and balanced scorecard projects ranging from high-level organizational strategy to business units through aligned teams and individual strategy and scorecard development. SMG projects include Cisco, ADP, Community Action Program – San Bernardino County, USAF, KeyLogic Systems, Liebherr Mining Equipment – USA & France, Abu Dhabi Police Department, Fluor Corporation, Regional Resource Center Program – USA, Ethiopia Federal Ministry of Health, Ghana Civil Aviation Authority, Uganda Revenue Authority, Belize Water Services, Central Bank of Belize, cbm Canada, Canada Foundation for Innovation, Puerto Rico Science, Technology and Research Trust, Ghana State Enterprise Commission, Vital FSM PetroCorp, King Faisal Specialist Hospital and Research Centre, Caribbean Community Secretariat, US Army Training and Doctrine Command, San Mateo County Government, US Department of Defense – Defense Media Activity, Meadow Lark Transportation Solutions and the Saginaw Chippewa Tribal College.

Joe is certified by SMG and the George Washington University College of Professional Studies as a certified Balanced Scorecard Master Professional and Project Manager Master Professional as well as a certified Effective Facilitator through the Leadership Strategies Institute and a certified Product Marketing Manager through the Pragmatic Marketing Institute. Joe maintains professional memberships in the Project Management Institute, Association for Strategic Planning, International Society for Performance, Center for Creative Leadership, Data Science Central, Strategic Management Society, Delta Mu Delta – International Honor Society in Business and the United States Naval Institute.

Assignments and projects have been in numerous domestic and international locations including North America, Mexico, Venezuela, Brazil, England, France, Germany, Italy, China, Japan, Taiwan, Australia, India, Ethiopia, South Africa, Ghana, Uganda, United Arab Emirates, Puerto Rico, Federated States of Micronesia, Guyana, Barbados and Saudi Arabia.

Joe has an MBA – Technology Management – University of Phoenix, 2005 and is a Doctoral candidate at the University of Phoenix.

Joe DeCarlo, BSMP, PMMP
Vice President of Engagement and Delivery

BSI Domestic Associates

Laurie Bacopoulos
Associate
Wes Balakian
Director, Project Management Group
Juliette Bastian
Director, Engagement/Delivery
Kirsten Dubuc, BSP
Director of Human Resources & Communications
Ken Dufault
Senior Associate
Betty Ellis
Administration & Logistics Manager
Jay Eubanks
Senior Associate
Pamela Freeland
Senior Associate
Henry Gonzalez
Senior Associate
Bill Hodges
Senior Associate
Richard Juarez
Senior Associate
Mark Malinoski
Senior Associate
Doug Maris
Senior Associate
Robert McDonald, BSP
Business Development Director
Dr. Sandy McLure
Senior Associate
Suzy Nisbet, SPHR, CCP
Senior Associate
Candice Ramer
Media & Marketing Analysis Manager
Brook Rolter
Senior Associate
Dr. Gardner Shaw
Senior Associate
Terry Sterling
Training Manager
Dr. Gerald Turner
Senior Associate
Maria N. Wall, P. E.
Senior Associate

BSI International Associates

Eddy Abou Chakra
Senior Associate
Dr. Michael Court
Senior Associate
Alan V. Fell
Senior Associate
Pascale Fressoz
Senior Associate
Rami Itani
Senior Associate
Clive Keyte
Senior Associate
Farzaneh Majed, BSP, KPIP
Strategic Partner and Advisory Board Member
James Meltz
Associate
Charles Odoch Langoya
Regional Coordinator for Africa
William Sam
Senior Associate
Kayode Sufianu
Senior Associate
Mark Van Rooyen
Senior Associate

Contact us to find out how we can help your organization focus on strategy and improve performance.

 

 

 

 

 

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